Register the vendors submitted in Jobcan Expense Management and Workflow as ordering parties in board.

■Overview

This is a flow to register vendors applied for in Jobcan Expense Management & Workflow as order recipients in board.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.

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‍■Recommended for

1. Companies using Jobcan Expense Management & Workflow

・Departments applying for vendor (order recipient) registration through Jobcan Expense Management & Workflow

・Those who want to streamline post-approval operations

2. Companies using board for order operations

・Those managing order recipients and order information in board

・Those who want to reduce the effort required for information registration

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■Benefits of using this template

board is a tool that can register information such as sales, orders, and invoices, and utilize it for business operations.
However, manually registering information approved internally each time is inefficient.

By using this template, you can automatically register new order recipients approved in Jobcan Expense Management & Workflow into board.

This not only facilitates smooth ordering to new vendors but also prevents the risk of input errors and registration omissions.

Additionally, by integrating with chat tools like Slack, notifications can be sent after the order recipient is registered.

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■Notes

・Please integrate Yoom with both Jobcan Expense Management & Workflow and board.

・For the method of integrating board with My Apps, please refer to here.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.